Fairway Wealth’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Fairway Wealth’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.99M	Sell	24,569 -294	-1%	-$37.6K	0.65%	29
2026 Q2	$3.24M	Buy	24,863 +559	+2%	+$69.4K	0.74%	24
2026 Q1	$2.78M	Buy	24,304 +69	+0.3%	+$8.11K	0.73%	24
2025 Q4	$2.71M	Buy	24,235 +1,408	+6%	+$156K	0.73%	24
2025 Q3	$2.52M	Buy	22,827 +5,227	+30%	+$569K	0.71%	24
2025 Q2	$1.85M	Sell	17,600 -1,291	-7%	-$128K	0.59%	27
2025 Q1	$1.86M	Buy	18,891 +1,356	+8%	+$143K	0.69%	24
2024 Q4	$1.85M	Buy	17,535 +3,690	+27%	+$401K	0.83%	22
2024 Q3	$1.46M	Buy	13,845 +284	+2%	+$29K	0.74%	25
2024 Q2	$1.34M	Buy	13,561 +251	+2%	+$25K	0.79%	25
2024 Q1	$1.37M	Buy	13,310 +95	+0.7%	+$9.11K	0.93%	22
2023 Q4	$1.24M	Buy	+13,215	New	+$1.14M	0.95%	22

Other funds holding IVOO

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $355M AUM 16.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Fairway Wealth's IVOO Position: Q3 2026 in Review

Fairway Wealth reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 1.2% in Q3 2026, selling an estimated $37.6K and leaving 24,569 shares worth $2.99M. The position accounts for 0.65% of the portfolio, ranked #29.

Fairway Wealth first reported a position in IVOO in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.24M in Q2 2026. 136 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

Fairway Wealth held 24,569 shares of Vanguard S&P Mid-Cap 400 ETF worth $2.99M as of Q3 2026.
Fairway Wealth sold 294 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2026, an estimated $37.6K.
Vanguard S&P Mid-Cap 400 ETF made up 0.65% of Fairway Wealth's portfolio in Q3 2026, its #29 holding.
Fairway Wealth first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2023 and has held it in 12 quarters since.
Fairway Wealth's Vanguard S&P Mid-Cap 400 ETF position peaked at $3.24M in Q2 2026.
136 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Fairway Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.